In Sage Accounting, you can cancel a mandate for a customer. This prevents any further direct debits taken from the customer and all active recurring invoices paused, prompting you to take corrective action. Before you startPlease consider the following information: - If you have chosen to cancel the direct debit payment request (in GoCardless) for an invoice you can't raise another request against the same invoice. You will need to create a new invoice with a future dated and reverse the original invoice with a credit note or use account allocation to allocate a payment (from a different bank account)
- If you have chosen to cancel the customer's mandate then the recurring invoice template will be paused for your attention. If any invoice has been issued before the cancellation the payment may still be collected and included in a payout, however, if not collected and paid out you will need to create a new invoice with a future due date and reverse the original invoice with a credit note
Cancel a mandate from the Customer Contact - Go to Contacts, then Customers.
- locate and click on the customer contact.
- Select the Options tab.
- Under Payment Services click Cancel.
- A box will appear to confirm if you wish to cancel the mandate, click Confirm.
Once you confirm the GoCardless mandate cancels, and confirmation of this appears at the top of the page.
Cancel a mandate from the GoCardless dashboard - Go to Settings, then click Apps and Connections.
- Select GoCardless.
- Search for the customer you are looking to cancel the mandate.
- Click Actions, then select Cancel Mandate.
- A box will appear to confirm if you wish to cancel the mandate, click Confirm.
Once you confirm the GoCardless mandate cancels, and confirmation of this appears at the top of the page. If you wish to cancel a payment for a particular invoice please login to your GoCardless account and follow the Cancel a payment process. |